11 client advisor jobs at 9 companies in Eagle, ID
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Work From Home - Client Benefits Advisor
Caldwell, Idaho, United States
RemoteFull Time
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Remote sales-oriented advisor role for self-starters who can guide and educate interested clients; coachable, competitive, and comfortable with video interviews.
Trucordia: Provides national commercial, personal, and employee benefits insurance solutions.
5+ YOEState P&C insurance producer license required, 5+ years insurance sales experience, proficiency with Microsoft Suite and Salesforce, strong analytics and communication skills, meeting sales quotas and managing a book of business.
J.P. Morgan Wealth Management – Private Client Advisor - Eastern, ID
Boise or Caldwell or Meridian or Eagle or Coeur d'Alene
OnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOE2+ years financial advisor experience, proven client acquisition and relationship skills, active Series 7 and Series 66 (or obtain within 60 days), life/health/long-term-care insurance license (or obtain within 60 days); CFP and bachelor's degree preferred.
Northwestern Mutual: Provides life insurance, financial planning, and investment services.
Bachelor's degree, ability to build client relationships, obtain Life/Accident & Health certifications, Securities Industry Essentials (SIE), Series 6,7,63; strong time-management, communication, and entrepreneurial drive; legal US work authorization without sponsorship.
Merrill Advisor Development Program - Financial Advisor: Mountain West Market
Boise or Billings
OnsiteFull Time
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
1+ YOEMinimum 1 year financial services or sales experience; Series 7 & 66 licenses; strong communication and relationship skills; ability to source clients and build a book of business.
Beehive Federal Credit Union: Provides banking and financial services to credit union members.
2+ YOERequires SIE, Series 7, Series 63, life insurance license; 2+ years related experience; ability to be SEC-registered; strong communication, compliance, and client service skills.
SephoraEuronext Paris: MC: Retailer of beauty products including cosmetics, skincare, and fragrance.
Retail or client-facing experience, strong communication and interpersonal skills, ability to meet weekly shift minimums and work nights/weekends/holidays, capable of lifting up to 50 lbs, sales-oriented and product-knowledge driven.
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
Client-facing retail experience, passion for beauty, strong communication, flexible availability (days/nights/weekends/holidays), ability to lift up to 50 lbs, complete training, basic math and computer skills.
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
Authentic passion for beauty, client-facing retail/service experience, strong written and verbal communication, flexible availability (days, nights, weekends, holidays), ability to lift up to 50 lbs, basic math and computer skills, complete required training.
Financial Advisor - Eagle, ID - Market 04, Region 301
Eagle, Idaho, United States
$45k-$100k/yrOnsiteFull Time
Edward Jones: Offers investment management and financial planning through local branches.
Develop and grow a client-focused advisory practice; obtain SIE, Series 7 and Series 66 registrations, state insurance license; strong relationship-building, sales/financial-services experience or equivalent; bachelor’s degree preferred.
Edward Jones: Offers investment management and financial planning through local branches.
Provide administrative support to financial advisors, manage client accounts, strong computer literacy, analytical thinking, attention to detail, and client service skills.